Reviewed for
Insurance and Protection ( 11 )
Pensions ( 43 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 42 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 46 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 12 )
£100k - £200k ( 2 )
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to invest money in the optimum way
How has Jane Patrick helped you?
Very informative and sensible advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Jane
Good initial meeting
Review
by a verified client in Derbyshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer from another financial advisor
How has Jane Patrick helped you?
Helped to understand some complex financial issued
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Derbyshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to transfer my savings, to a company, that had a more personal hands on approach.
How has Jane Patrick helped you?
I had an initial meeting with Jane, and was confident, it was a company, where I felt secure in moving my investments
Have you seen the outcome you were hoping for?
Yes, all monies are now transferred.
What could they have done better?
Nothing that I can see
Review
by a verified client in Manchester
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been made redundant at 61 and was considering retirement
How has Jane Patrick helped you?
Jane listened to my circumstances and offered excellent advice without pushing me down any particular avenue. She offered advice and options from which we were able to make confident choices for our future financial planning
Have you seen the outcome you were hoping for?
So far yes - although the initial investments are too immature to see how they perform the advice recommendations and general help in understanding things was superb. In terms of my initial outcome I feel that has been fully realised as I now feel confident I have control of my finances and understand the options open for investment.
What could they have done better?
I honestly do not believe there is much that could have been better in what Jane has done so far. I am completely satisfied in the service to date.